PWA
Physician Wealth Advisors Portfolio holdings
AUM $581M
AUM
$581M
AUM Growth
-$10.9M (-2%)
Cap. Flow
+$6.04M
Cap. Flow % of AUM
1.04%
Top 10 Holdings %Top 10 Hldgs %
47%
Holding
1,536
New
388
Increased
313
Reduced
223
Closed
100
Top Buys
| 1 | $5.57M | |
| 2 | $5.26M | |
| 3 | $4.27M | |
| 4 | $3.08M | |
| 5 | $2.92M |
Top Sells
| 1 | $7.61M | |
| 2 | $4M | |
| 3 | $3.91M | |
| 4 | $1.95M | |
| 5 | $1.25M |
Sector Composition
| 1 | Technology | 6.11% |
| 2 | Healthcare | 2% |
| 3 | Financials | 1.6% |
| 4 | Consumer Discretionary | 1.37% |
| 5 | Industrials | 0.96% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $934 | 0% | 16 | New | +$934 | |||
| $931 | 0% | 115 | New | +$931 | |||
| $930 | 0% | 84 | New | +$930 | |||
| $930 | 0% | 18 | New | +$930 | |||
| $929 | 0% | 138 | New | +$929 | |||
| $927 | 0% | 15 | New | +$927 | |||
| $927 | 0% | 15 | New | +$927 | |||
| $927 | 0% | 4 | New | +$927 | |||
| $920 | 0% | 92 | New | +$920 | |||
| $919 | 0% | 11 | New | +$919 | |||
| $918 | 0% | 5 | New | +$918 | |||
| $917 | 0% | 1,006 | – | – | |||
| $917 | 0% | 52 | New | +$917 | |||
| $917 | 0% | 6 | New | +$917 | |||
| $917 | 0% | 19 | New | +$917 | |||
| $916 | 0% | 14 | New | +$916 | |||
| $916 | 0% | 20 | – | – | |||
| $915 | 0% | 33 | New | +$915 | |||
| $915 | 0% | 10 | – | – | |||
| $915 | 0% | 3 | New | +$915 | |||
| $915 | 0% | 15 | New | +$915 | |||
| $913 | 0% | 274 | New | +$913 | |||
| $913 | 0% | 109 | New | +$913 | |||
| $912 | 0% | 741 | New | +$912 | |||
| $912 | 0% | 4 | New | +$912 |
